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Financial Planning Associate Jobs in Reston, VA (NOW HIRING)

Range

Senior Financial Planning Associate

Mclean, VA · On-site

If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you. This role is based at Range's Headquarters in McLean, VA.

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site

$145K/yr

Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors * Monitor the quality and accuracy of planning work; enforce best practices ...

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors * Monitor the quality and accuracy of planning work; enforce best practices ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Reston, VA

Financial Planning Associate information

See Reston, VA salary details

$14

$33

$70

How much do financial planning associate jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for financial planning associate in Reston, VA is $33.25, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $35.77 per hour, depending on experience, location, and employer.

What does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
What are the most commonly searched types of Financial Planning jobs in Reston, VA? The most popular types of Financial Planning jobs in Reston, VA are:
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What cities near Reston, VA are hiring for Financial Planning Associate jobs? Cities near Reston, VA with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Reston, VA as of June 2026, with employment types broken down into 83% Full Time, 15% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $69,165 per year, or $33.3 per hour.
Senior Financial Planning Associate

Senior Financial Planning Associate

Range

Mclean, VA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Key responsibilities

  • Shadow Senior and Lead Planners to build expertise in financial planning, investments, and tax strategy.

  • Manage the Planning Team inbox by triaging member questions, routing complex inquiries, and independently resolving straightforward requests.

  • Guide new members through the onboarding process by validating financial data and ensuring accuracy of client information.

Job description

At Range, we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let's create it together.
We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We're growing fast while still small enough that everyone's work is visible and impactful.
About the role
This is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members. If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.
This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.
What you'll do with us :
  • Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
  • Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
  • Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
  • Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
  • Own outreach to inactive members to re-engage and maintain strong member relationships

What will set you apart:
  • Working toward or holding a CFP® designation
  • 1+ years of experience in wealth management, financial planning, or a client services role
  • Strong organizational skills and clear, professional written communication
  • Comfort with financial services technology and an appetite to learn new tools
  • Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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